Bitrix24 and a B2B Portal: How Managers View Dealer Orders
Contents
A company launches a B2B portal, dealers place orders online, and managers continue working in Bitrix24. If the portal and CRM are not connected, managers cannot see their clients’ orders, and sales leaders cannot see the full sales picture. The portal appears to work, but the sales team is the last to know about it.
What should flow from the portal to Bitrix24
- a new dealer order: a deal or task for the assigned manager;
- orders requiring approval: limit exceeded or a nonstandard discount;
- claims and complaints;
- requests from new dealers to join;
- client activity: a long time since the last order or a drop in order volume.
What can flow from Bitrix24 to the portal
- the assigned manager and their contact information in the dealer portal;
- personalized offers approved by the manager;
- approval decisions.
Architecture
| System | Role |
|---|---|
| 1C or MoySklad | prices, inventory, orders, documents |
| B2B portal | dealer interface, fast ordering, limits, roles |
| Bitrix24 | manager workflows, deals, tasks, communications |
| Integration layer | centralized log, routing, duplicate prevention |
An order from the portal goes to the accounting system and simultaneously creates an event in the CRM. Statuses from the accounting system update both the dealer portal and the deal.
Approvals through Bitrix24
An order over the limit is not blocked on the portal. It is sent for approval. In Bitrix24, the manager receives a task or a business process with “Approve” and “Reject” buttons. The decision is sent back to the portal, and the dealer receives a notification.
Analytics for sales leaders
When the portal and CRM are connected, sales leaders can see:
- what share of each manager’s orders comes through the portal;
- dealers who have stopped ordering;
- how quickly orders are approved;
- sales by channel: portal, calls, messengers.
Frequently asked questions
Can you create a dealer portal directly in Bitrix24?
There are options for external users in simple scenarios, but personalized pricing, fast ordering, and documents usually require a separate portal. Learn more in the article on choosing between the two.
Do you need to change your pipelines in Bitrix24?
Often, adding stages or a separate pipeline for portal orders is enough.
What if your managers work in amoCRM?
The logic is the same. Only the way the CRM connects changes.
